Filed December 18, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $32,659 |
Filed as: AMERITAS INVESTMENT CORP Service code 16 · EIN 47-0663374 | Consulting | $9,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,775 | $37,196+144.0% | $154,107-41.1% | $55,725+62.9% |
| Participation rate | 12.2% | 64.1%-51.9pp | 83.0%-70.8pp | 70.9%-58.7pp |
| Annual return | 4.77% | 1319.68%-1314.9pp | 735.12%-730.3pp | 244.93%-240.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $434 | $2,068-79.0% | $5,081-91.5% | $3,356-87.1% |
| Admin fee / account holder | $9 | $102-90.8% | $13,411-99.9% | $115-91.9% |